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The Leads form contains both Account and Contacts information. Upon conversion these will be saved on the appropriate record.
Follow the steps below to create a Lead record.
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How to Create a new Lead
1. Select Leads from the Object Navbar.
2. Click on New Lead button from the Action bar.
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A new Leads form is opened and some default fields are pre-populated.
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The form is organized by section, Lead information, address information, other information.
3.
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First name, Last Name
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and Account Name are all mandatory fields by default.
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Required fields are denoted by (*) asterisk.
4.
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Enter values for system-defined fields.
Enter Account-related fields such as Sales potential, Employee, website, etc.
Enter Contact-related fields such as Job title, Department, Email Address, etc.
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5.
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Enter values user-defined fields, if applicable.
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All User-Defined Fields are setup and configured by the Administrator.
6.
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Enter values for Comments, if desired.
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7.
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Select Mailing list, if desired.
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8.
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A very important contact field is
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the "Exclude from Mailings".
Enable the checkbox, if applicable.
This fields identifies this
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lead for mailing purposes. If enabled, this
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lead will not get any emails or correspondence by default. However, iEnterprise CRM automation provides an option to ignore this field per user preference at the time of mailing.
9.
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On the Photo field, click Browse to access the directory and select a file.
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File is a picture file and recommended to be either in .jpg or .
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png format.
10.
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Click Save. The contacts form closes and
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contact record is now displayed on the
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Contacts List and under the Contacts section of the associated account.
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